Preparing a file of transactional data for import

You can import payment transactional data into your Engaging Networks account, helping you to get a complete picture of your supporters’ activity. For example, you may want to import offline direct mail transactions so that email marketing segmentation in Engaging Networks reflects a donors’ complete giving history.

Here are some pointers:

You need to have an CSV file ready and make sure the file has a ‘header row’ (for example, title, first name, last name etc.)

You can only import a single transaction type per file. What this means is that you will need to import all single credit card transactions as one file and then all recurring credit card transactions. In the example file below we are importing single credit card transactions.

Check the file for the following characters that can cause the upload to fail: pipe (|), double quotes ("), backslash (\), exclamation mark (!) .

Here’s an example file that is ready for upload:

NOTE: You should also follow the default format of your payment gateway when entering currency and payment type. Information on payment gateways can be found here.

Required Fields

Single donation imports:

Recurring donation imports:

Note: Generally speaking, please ensure that the data in the file is as clean as possible and everything is in the right place. Remember, this data is going to end up in your account!